Trade Tracker: Rob Sechan buys more NRG Energy and Monolithic Power and trims Adobe
CNBC Televisionยท2025-09-12 17:05
Been a big week for AI related names. I mean Oracle is obviously going to steal the thunder. Nebus because the deal with Microsoft is obviously the runaway winner up 36%.But many of the names especially in the power uh area have done well. Vistra, Verdive for example, Gnova you bought more Rob uh NRG and you bought more monolithic power systems. Tell me more.>> Correct. It's all about uh data centers and regulating and regulating power. It's our favorite way to get exposure to data center uh consumption.The ...